Monoclonal Antibodies Report Part II

Content

• Chapter 1 Executive Summary
  • Key findings
  • Total market outlook
  • Monoclonal antibody market outlook
  • Introduction to the PharmaVitae universe
  • Prescription pharmaceutical market performance, 2006-12
  • Generic competition and the 'patent cliff' - the key driver of market growth
  • Balance of launch and expiry products in the prescription pharmaceutical market, 2006-12
  • The majority of expiry driven sales decline occurs over the 'patent cliff'
  • Prescription pharmaceutical sales by molecule type, 2006-12
  • Generic competition and the 'patent cliff' - an exclusive burden on small molecules
  • Absolute annual sales growth by molecule type, 2006-12
  • Sales growth rate by molecule type, 2006-12
  • mAb market performance 2006-12
  • mAbs are the most attractive product segment in the prescription pharmaceutical market, 2006-12
  • Contrasting fortunes - Roche versus Pfizer
  • mAb market penetration - insulation from the 'patent cliff'
  • Which companies have the mAbs?
  • Established mAb players
  • The role of Big Pharma
  • The 'Big 5' products
  • Genentech & Roche
  • Johnson & Johnson
  • Abbott
  • Strategies of the four incumbent players
  • Emerging mAb players
  • Emergent biotech players have gained scale
  • The need to circumvent the 'Big 5' products
  • Direct head-to-head competition
  • Position as complementary therapy to incumbent mAb
  • Access patients who are refractory to gold-standard therapy
  • Biogen IDEC
  • Amgen
  • Novartis
  • UCB Pharma
• Chapter 2 Mab Company Analysis
  • Key findings
  • The monoclonal antibody business model
  • mAb technology providers
  • Early-stage mAb developers
  • Late-stage mAb developers
  • Fully-integrated companies
  • Case study: PDL BioPharma
  • mAb alliance network
  • Early-stage alliances
  • Late-stage alliances
  • mAb driven M&A activity
  • Key players in the mAb market
  • Historical mAb company landscape
  • Forecast mAb company landscape
  • mAb sales dependency
  • Therapeutic focus
  • Oncology mAb market
  • AIID mAb market
  • Other mAb market
  • Technology focus
  • Pipeline focus
  • Emerging mAb technology providers
  • Private company overview
  • mAb company profiles
• Chapter 3 Roche/Genentech
  • Introduction
  • Genentech partnership gives Roche mAb market superiority
  • Global licensing of Genentech products
  • The emergence of an oncology giant
  • mAb SWOT
  • mAb alliances
  • Financial position
  • Historical sales performance
  • Forecast sales performance
  • mAb portfolio
  • Avastin (bevacizumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • Rituxan (rituximab)
  • Overview
  • Current market assessment
  • Future market assessment
  • Herceptin (trastuzumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • Lucentis (ranibizumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • Xolair (omalizumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • Raptiva (efalizumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • Actemra (tocilizumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • Zenapax (daclizumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • mAb pipeline
• Chapter 4 Johnson & Johnson
  • Introduction
  • Acquisition of Centocor central to J&J's antibody presence
  • mAb SWOT
  • mAb alliances
  • Financial position
  • Historical sales performance
  • Forecast sales performance
  • mAb portfolio
  • Remicade (infliximab)
  • Overview
  • Current market assessment
  • Future market assessment
  • Reopro (abciximab)
  • Current market assessment
  • Future market assessment
  • mAb pipeline
  • Golimumab
  • Overview
  • Future market assessment
• Chapter 5 Abbott Laboratories
  • Introduction
  • in-licensing strategy secures Abbott's mAb position
  • Humira central to Abbott's growth in the wake of core genericization
  • mAb alliances
  • Financial position
  • Historical sales performance
  • Forecast sales performance
  • mAb portfolio
  • Humira (adalimumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • Synagis (palivizumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • mAb pipeline
  • Numax (motavizumab)
  • Overview
  • Future market assessment
• Chapter 6 Ucb Pharma
  • Introduction
  • Celltech innovation to drive long-term opportunity
  • Cimzia central to UCB's medium-term accruement from Celltech acquisition
  • mAb SWOT
  • mAb alliances
  • Financial position
  • Historical sales performance
  • Forecast sales performance
  • mAb pipeline
  • Cimzia (certolizumab pegol)
  • Overview
  • Future market assessment
  • LymphoCide (epratuzumab)
  • Overview
  • Future market assessment
• Chapter 7 Biogen Idec
  • Introduction
  • mAb platform supported by manufacturing and development infrastructure
  • Tysabri central to medium-term growth potential
  • mAb SWOT
  • mAb alliances
  • Financial position
  • Historical sales performance
  • Forecast sales performance
  • mAb portfolio
  • Tysabri (natalizumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • Rituxan (rituximab)
  • mAb pipeline
  • Galiximab (anti-CD80)
  • Lumiliximab (anti-CD23)
  • Daclizumab (anti-CD25)
  • Volociximab (anti-AAB1)
• Chapter 8 Amgen
  • Introduction
  • Abgenix integration diversifies Amgen's robust molecule focus
  • mAb SWOT
  • mAb alliances
  • Financial position
  • Historical sales performance
  • Forecast sales performance
  • mAb portfolio
  • Vectibix (panitumumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • mAb pipeline
  • Denosumab
  • Overview
  • Future market assessment
• Amg 531 (Anti-Mgdf)
  • Overview
  • Future market assessment
• Chapter 9 Novartis
  • Introduction
  • Externalization pursuits provide Novartis with mAb opportunity
  • mAb SWOT
  • mAb alliances
  • Financial position
  • Historical sales performance
  • Forecast sales performance
  • mAb portfolio
  • Xolair (omalizumab)
  • Lucentis (ranibizumab)
  • mAb pipeline
  • Mycograb (efungumab)
  • Future market assessment
• Chapter 10 Medimmune
  • Introduction
  • mAb SWOT
  • mAb alliances
  • Financial position
  • Historical sales performance
  • Forecast sales performance
  • mAb portfolio
  • Synagis (palivizumab)
  • Overview
  • Current market assessment
  • Future market assessment
  • mAb pipeline
  • Numax (motavizumab)
  • Overview
  • Future market assessment
• Chapter 11 Appendix
  • References
  • Abbreviations
• List of Tables
  • Table 1: PharmaVitae company coverage by peer set
  • Table 2: Forecast sales by molecule type ($m), 2006-12
  • Table 3: mAb market overview, sales ($m), 2003-12
  • Table 4: Sales ($m) of 'top 4' mAb players in 2003, 2006 and 2012
  • Table 5: Key examples of mAb-fuelled M&A
  • Table 6: mAb market overview, sales ($m), 2003-12
  • Table 7: Oncology mAb market sales ($m) by company, 2006 and 2012
  • Table 8: AIID mAb landscape, sales ($m), 2006 and 2012
  • Table 9: Other TAs mAb landscape, sales ($m), 2006 and 2012
  • Table 10: Technology presence by company, marketed mAbs in 2012
  • Table 11: mAb pipeline by company, preclinical to launched
  • Table 12: Private mAb company landscape
  • Table 13: mAb company profiles, sales ($m)
  • Table 14: Roche/Genentech's operating revenue/cost analysis ($m), 2003-06
  • Table 15: Roche/Genentech's historical performance, sales ($m), 2003-06
  • Table 16: Roche/Genentech's forecast performance, sales ($m), 2006-12
  • Table 17: Roche/Genentech marketed mAb portfolio
  • Table 18: Roche/Genentech's mAb pipeline (Phase I-III)
  • Table 19: J&J's operating revenue/cost analysis ($m), 2003-06
  • Table 20: J&J's historical performance, sales ($m), 2003-06
  • Table 21: J&J's forecast performance, sales ($m), 2006-12
  • Table 22: J&J's mAb portfolio
  • Table 23: J&J's mAb pipeline
  • Table 24: Abbott's operating revenue/cost analysis ($m), 2003-06
  • Table 25: Abbott's historical performance, sales ($m), 2003-06
  • Table 26: Abbott's forecast performance, sales ($m), 2006-12
  • Table 27: Abbott's mAb portfolio
  • Table 28: Abbott's mAb pipeline
  • Table 29: UCB's operating revenue/cost analysis ($m), 2003-06
  • Table 30: UCB's historical performance, sales ($m), 2003-06
  • Table 31: UCB's forecast performance, sales ($m), 2006-12
  • Table 32: UCB's mAb pipeline
  • Table 33: Biogen Idec's operating revenue/cost analysis ($m), 2003-06
  • Table 34: Biogen Idec's historical performance, sales ($m), 2003-06
  • Table 35: Biogen Idec's forecast performance, sales ($m), 2006-12
  • Table 36: Biogen Idec's marketed mAb portfolio
  • Table 37: Biogen Idec's mAb pipeline
  • Table 38: Amgen's operating revenue/cost analysis ($m), 2003-06
  • Table 39: Amgen's historical performance, sales ($m), 2003-06
  • Table 40: Amgen's forecast performance, sales ($m), 2006-12
  • Table 41: Amgen's marketed mAb portfolio
  • Table 42: Amgen's mAb pipeline
  • Table 43: Novartis's operating revenue/cost analysis ($m), 2003-06
  • Table 44: Novartis's historical performance, sales ($m), 2003-06
  • Table 45: Novartis's forecast performance, sales ($m), 2006-12
  • Table 46: Novartis's mAb portfolio
  • Table 47: Novartis's mAb pipeline
  • Table 48: MedImmune's operating revenue/cost analysis ($m), 2003-06
  • Table 49: MedImmune's historical performance, sales ($m), 2003-06
  • Table 50: MedImmune's forecast performance, sales ($m), 2006-12
  • Table 51: Abbott's mAb portfolio
  • Table 52: MedImmune's mAb pipeline
• List of Figures
  • Figure 1: Pharmaceutical market performance, sales ($m) and year-on-year growth (%), 2006-12
  • Figure 2: Sales growth by launch, core & expiry (ethical sales $m), 2006-12
  • Figure 3: Expiry portfolio, year-on-year change in annual sales ($m), 2006-12
  • Figure 4: Forecast sales by molecule type ($m), 2006-12
  • Figure 5: Change in annual sales ($m) by molecule type, 2006-12
  • Figure 6: Sales compound annual growth rate (CAGR) by molecule type, 2006-12
  • Figure 7: mAb market outlook, sales ($m) and year-on-year growth (%), 2006-12
  • Figure 8: Top five PV growth drivers & resistors, sales ($m), 2006-12
  • Figure 9: Absolute growth by company, sales ($m), 2011-12
  • Figure 10: Percentage growth by molecule type, 2011-12
  • Figure 11: mAb sales by company, 2006-12 (US$m)
  • Figure 12: The established mAb players - absolute annual sales growth ($m), 2006-12
  • Figure 13: Dominance of the 'Big 5' mAb products - The 'big 5' mAbs have held over 70% of mAb sales since 2003 and are forecast to retain this market dominance until 2012
  • Figure 14: Genentech/Roche absolute sales growth by molecule type, ($m) 2006-12
  • Figure 15: J&J's absolute growth by molecule type, sales ($m), 2006-12
  • Figure 16: Abbott's absolute growth by molecule type, sales ($m), 2006-12
  • Figure 17: The emerging mAb players - absolute annual sales growth ($m), 2006-12
  • Figure 18: Dominance of oncology and AIID in mAb market - mAb absolute annual sales growth ($m), 2006-12
  • Figure 19: Biogen IDEC's absolute growth by molecule type, sales ($m), 2006-12
  • Figure 20: Amgen's absolute growth by molecule type, sales ($m), 2006-12
  • Figure 21: Novartis's absolute growth by molecule type, sales ($m), 2006-12
  • Figure 22: UCB's absolute growth by molecule type, sales ($m), 2006-12
  • Figure 23: mAb company evolution
  • Figure 24: Examples of company placement across the mAb business model
  • Figure 25: Major factors motivating mAb-fuelled acquisition
  • Figure 26: mAb sales by company ($m), 2003, 2006 and 2012
  • Figure 27: mAb sales by company ($m), 2003-06
  • Figure 28: Absolute mAb sales growth ($m), 2003-06
  • Figure 29: mAb market outlook ($m), 2006-12
  • Figure 30: mAb sales by company ($m), 2006-12
  • Figure 31: Absolute mAb sales growth ($m), 2006-12
  • Figure 32: mAb sales dependency (%), 2006
  • Figure 33: mAb sales dependency (%), 2012
  • Figure 34: mAb landscape by therapy area, 2006-12
  • Figure 35: Oncology mAb landscape, 2006 and 2012
  • Figure 36: AIID mAb landscape, 2006-12
  • Figure 37: Other mAb landscape, 2006-12
  • Figure 38: Technology presence by company, marketed mAbs in 2012
  • Figure 39: mAb programs by company, preclinical to launched
  • Figure 40: No. of commercial and institutional collaborations, circle size corresponds to no. of mAb programs
  • Figure 41: SWOT analysis of Roche/Genentech
  • Figure 42: Genentech (and Roche) major mAb alliances
  • Figure 43: Roche/Genentech mAb vs. non-mAb sales ($m), 2003-06
  • Figure 44: Roche/Genentech mAb vs. non-mAb sales ($m), 2006-12
  • Figure 45: Roche/Genentech consolidated mAb product sales ($m), ~ 2006-12
  • Figure 46: J&J's SWOT analysis
  • Figure 47: J&J's major mAb alliances, past and present
  • Figure 48: J&J's mAb vs. non-mAb sales ($m), 2003-06
  • Figure 49: J&J's mAb vs. non-mAb sales ($m), 2006-12
  • Figure 50: J&J's mAb product sales ($m), 2006-12
  • Figure 51: Abbott's mAb SWOT analysis
  • Figure 52: Abbott's major mAb alliances, past and present
  • Figure 53: Abbott's mAb vs. non-mAb sales ($m), 2003-06
  • Figure 54: Abbott's mAb vs. non-mAb sales ($m), 2006-12
  • Figure 55: Abbott's mAb product sales ($m), 2006-12
  • Figure 56: UCB's SWOT analysis
  • Figure 57: UCB's major mAb alliances, past and present
  • Figure 58: UCB's mAb vs. non-mAb sales ($m), 2006-12
  • Figure 59: UCB's mAb product sales ($m), 2006-12
  • Figure 60: Biogen Idec's SWOT analysis
  • Figure 61: Biogen Idec's major mAb alliances, past and present
  • Figure 62: Biogen Idec's mAb vs. non-mAb sales ($m), 2006-12
  • Figure 63: Biogen Idec's mAb product sales ($m), 2006-12
  • Figure 64: Amgen's SWOT analysis
  • Figure 65: Amgen's major mAb alliances, past and present
  • Figure 66: Amgen's mAb vs. non-mAb sales ($m), 2006-12
  • Figure 67: Amgen's mAb product sales ($m), 2006-12
  • Figure 68: Novartis's SWOT analysis
  • Figure 69: Novartis's major mAb alliances, past and present
  • Figure 70: Novartis's mAb vs. non-mAb sales ($m), 2003-06
  • Figure 71: Novartis's mAb vs. non-mAb sales ($m), 2006-12
  • Figure 72: Novartis's mAb product sales ($m), 2006-12
  • Figure 73: MedImmune's SWOT analysis
  • Figure 74: MedImmune's major mAb alliances, past and present
  • Figure 75: MedImmune's mAb vs. non-mAb sales ($m), 2003-06
  • Figure 76: MedImmune's mAb vs. non-mAb sales ($m), 2006-12
  • Figure 77: MedImmune's mAb product sales ($m), 2006-12